Open topic with navigation
Pay & Adjust Overview
Use Pay & Adjust functionality
to record and allocate resident payments for new and/or existing charges,
as well as, enter specific adjustment transactions using one of the available
payment entry methods: Resident Entry, Invoice Entry, or MICR Entry.
Note
If you select the property policy, Automatically
Select Resident Entry, in the Pay and Adjust category, the Residents
grid pops up initially to allow quick selection of residents.
Resident Entry
Use this method to enter information about the Payment
such as: Payment Type and/or Amount. If there is an outstanding resident
balance then the outstanding amounts and income codes automatically populate
the grid.
The grid is used to enter new resident charges, either
manually or by selecting the Allocate
button which tells the system you want it to determine the default allocations.
The total payment amount entered must equal the value entered in the Amount field. If it does not, then a
warning message will display when the Submit
button is selected.
Invoice Entry
Use this option to enter the Invoice number that
you want to pay. The applicable information defaults into the grid, however,
may be edited.
The grid is used to enter new resident charges, either
manually or by selecting the Allocate
button which tells the system you want it to determine the default allocations.
The total payment amount entered must equal the value entered in the Amount field. If it does not, then a
warning message will display when the Submit
button is selected.
MICR Entry
See Also
Handling
Concessions
Effects
of Global Policies
Effects
of Property Policies
Pay
& Adjust Tab
Ledger
Overview